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Mondrian Investment Partners’s WEC Energy WEC Stock Holding History

Mondrian Investment Partners’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-594
Closed -$50K – 131
2019
Q2 		$50K Hold
594
– – ﹤0.01% 96
2019
Q1 		$47K Hold
594
– – ﹤0.01% 99
2018
Q4 		$41K Buy
+594
New +$41.7K ﹤0.01% 99
2017
Q2 		– Sell
-102,279
Closed -$6.2M – 142
2017
Q1 		$6.2M Sell
102,279
-35,211
-26% -$2.08M 0.17% 50
2016
Q4 		$8.06M Sell
137,490
-32,201
-19% -$1.85M 0.23% 51
2016
Q3 		$10.2M Hold
169,691
– – 0.25% 57
2016
Q2 		$11.1M Sell
169,691
-13,697
-7% -$824K 0.26% 57
2016
Q1 		$11M Buy
+183,388
New +$10.3M 0.24% 61

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